Company profile
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
522355773
SEC advisor number
801-62201
FINRA CRD number
124147
AUM ?
$2.01 bn
(as of 29 Mar 24)
Accounts
412
(as of 29 Mar 24)
Employees
5
(3 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 May 24
13F-HR
Quarterly holdings report by institutional manager
13 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
13 Sep 23
13F-HR
Quarterly holdings report by institutional manager
13 Sep 23
13F-HR
Quarterly holdings report by institutional manager
13 Sep 23
13F-HR
Quarterly holdings report by institutional manager
7 Sep 23
13F-HR
Quarterly holdings report by institutional manager
7 Sep 23
13F-HR
Quarterly holdings report by institutional manager
7 Sep 23
13F-HR
Quarterly holdings report by institutional manager
7 Sep 23